Marson
2025-06-04
台积电 中国企业?帮你再简化简化 台积电是国企
又一家手机芯片大厂，抛弃三星，不要三星代工芯片了
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疯好大听不见
2025-06-05
疯好大听不见
哈哈，然后中国企业不接中国订单。
什么也没有了～
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href=\"https://laohu8.com/S/TSM\">台积电</a>。</p><p>为此，三星一是激进的采用了GAAFET晶体管技术，而台积电在3nm时，还采用的是老迈的FinFET晶体管技术。</p><p>同时，三星还比台积电提前半年就量产3nm芯片，以此来显示自己的能力和实力，希望能够从台积电那里抢一点客户过来。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604153240811d20613foyw10a6f\"/><p>不曾想，因为激进的做法，导致三星的3nm良率一直非常低，据称还不到20%，毕竟GAAFET晶体管技术，虽然更先进，但没这么简单，三星是第一个吃螃蟹的人，也要有做螃蟹夹手的准备。</p><p>这么低的良率，意味着制造10颗芯片，有8颗是坏的，2颗才能用，这导致芯片成本提高N多，同时产能也非常小，毕竟80%的产能是废产能。</p><p>更重要的是，三星的3nm工艺，实际上有点拉稀，因为其晶体管密度，只和台积电的5nm差不多，空有3nm之名，实际一塌糊涂。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202506/04140710552572.png\"/><p>于是最后三星的合作伙伴<a href=\"https://laohu8.com/S/QCOM\">高通</a>转单了，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>转单了，连三星自己家的猎户座芯片，都不找三星代工，几乎就没有什么客户了。</p><p>只有一家手机芯片厂依然在支持着三星，那就是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>，谷歌的Tensor处理器一直是三星代工。</p><p>为何会一直找三星，原因有两点，一是谷歌的Tensor处理器中，有一部分是三星帮助设计的，另外三星和谷歌，是紧密合作关系，特别是谷歌的安卓系统，三星是最重要生态合作伙伴，毕竟三星是全球第一的安卓手机厂商。</p><img 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又一家手机芯片大厂，抛弃三星，不要三星代工芯片了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 15:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060415362097711954&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家记得不记得，在3nm工艺时，三星立了一个巨大的Flag，说要追上甚至超过台积电。为此，三星一是激进的采用了GAAFET晶体管技术，而台积电在3nm时，还采用的是老迈的FinFET晶体管技术。同时，三星还比台积电提前半年就量产3nm芯片，以此来显示自己的能力和实力，希望能够从台积电那里抢一点客户过来。不曾想，因为激进的做法，导致三星的3nm良率一直非常低，据称还不到20%，毕竟GAAFET晶体管...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060415362097711954&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","GOOGL":"谷歌A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4141":"半导体产品","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY 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